Two-way contact sync between FinFolio and FastBill

PieSync integrates FinFolio with FastBill for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with FastBill, and vice versa - eliminating import/export!

Want to win time by managing just one application? Set up PieSync for free today and start syncing your FinFolio and FastBill contacts.

About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

About FastBill

FastBill is an online accounting software for Small Businesses and Entrepreneurs. Creative professional looking invoices, collect on due payments, and offer your customers clear communication. Use the Scanapp to scan receipts and invoices into the app.

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".